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Mark Bloom Portfolio
Invests via Anchor Capital Management Group Inc. | Managed by Mark Bloom
Invests via Anchor Capital Management Group Inc.
Managed by Mark Bloom
Automatically Tracked
Mark Bloom Profile
With a background steeped in entrepreneurial ventures, Mark Bloom has carved out a distinctive presence within the investment landscape. Leveraging his experience as both an operator and investor, he actively engages with startups across various sectors to drive growth and innovation. His leadership capabilities have consistently attracted attention from emerging companies seeking guidance for scaling operations effectively. Bloom’s hands-on approach combines deep market knowledge with practical execution strategies, ensuring that business objectives align closely with investment opportunities. His engagement is characterized by a commitment to fostering sustainable development while addressing contemporary market challenges.
With a background steeped in entrepreneurial ventures, Mark Bloom has carved out a distinctive presence within the investment landscape. Leveraging his experience as both an operator and investor, he actively engages with startups across various sectors to drive growth and innovation. His leadership capabilities have consistently attracted attention from emerging companies seeking guidance for scaling operations effectively. Bloom’s hands-on approach combines deep market knowledge with practical execution strategies, ensuring that business objectives align closely with investment opportunities. His engagement is characterized by a commitment to fostering sustainable development while addressing contemporary market challenges.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
15.91%
Gain +0.27%
Monthly
0.77%
Yearly
9.72%
Drawdown
18.26%
$140.54M
Equity
Holdings
$140.54M
Investment
$111.09M
$43.57M
Profit +$829,111.28
Realized
$14.12M
Unrealized
$29.45M
Dividends
$5.57M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.27%
Profit
$829,111.28
Win %
62%
This Week
Compared To Last Week
Gain
1.04%
Profit
$1.45M
Win %
62%
This Month
Compared to last month
Gain
1.04%
Profit
$1.45M
Win %
62%
This Year
Compared to last year
Gain
-3.02%
Profit
-$4.38M
Win %
59%
BSTZ BlackRock Science and Technology Term Trust
+3.04%
+$30,800 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$778,621.14 
PDI Pimco Dynamic Income Fund
+1.45%
+$19,389 
AWF AllianceBernstein Global High Income Fund Inc.
+0.39%
+$3,200 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$3,160 
FGXXX First American Government Obligations Fund Class X
0%
$0 
BST BlackRock Science and Technology Trust
-2.92%
-$25,020 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$1.33M 
QQQY Dfn Non Standard 100 Enhanced Option and 0DTE In ETF
-1.46%
-$17,820.72 
WDTE Defiance S&P 500 Enhanced Options & 0DTE Income ETF
-1.33%
-$15,800 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.98%
-$17,412.5 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.84%
-$6,356 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.84%
-$13,400 
FTQI First Trust Nasdaq BuyWrite Fund
-0.78%
-$12,580 
PDO PIMCO Dynamic Income Opportunities Fund
-0.15%
-$1,690 Events
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Dividends
Dividend Analysis
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| Trades 42 | Longs Won 19/42 45% | Profit Factor 8.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.54M |
| Average Win $2.58M | Best Trade (Aug 05) $19.44M | Sharpe Ratio -84.6 |
| Average Loss -$237,789.69 | Worst Trade (Mar 31) -$3.6M | Z-Score -0.41 (32.04%) |
| Commissions $0 | Avg. Trade Length 1y 1w 1d | Expectancy $1.04M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.59% | 8.84% |
| Consecutive Losing Trades | 591 | 532 | 473 | 414 | 355 | 296 | 236 | 177 | 118 | 59 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Mark Bloom?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $11.17M, iShares MSCI EAFE ETF - $2.69M, SPDR S&P 500 ETF Trust - $2.41M, Global X Nasdaq 100 Covered Call ETF - $559,591, and PIMCO Dynamic Income Opportunities Fund - $302,047.6. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Mark Bloom's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.57M earned over time. The largest contributors to dividend income include Invesco QQQ Trust, Series 1 - $950,863.89, SPDR S&P 500 ETF Trust - $817,363.79, Global X Nasdaq 100 Covered Call ETF - $544,891, Pimco Dynamic Income Fund - $347,548.1, and JPMorgan Nasdaq Equity Premium Income ETF - $326,028.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Bloom's monthly returns?
Mark Bloom's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mark Bloom's strategy be considered aggressive or moderate?
Mark Bloom's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Mark Bloom's strategy?
Mark Bloom's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
